See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,837 | $124,281-2.8% | $109,143+10.7% | $167,490-27.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.25% | 26.04%-25.8pp | 25.75%-25.5pp | 478.56%-478.3pp |
| Employer contribution / active EE | $14,485 | $4,207+244.3% | $3,722+289.2% | $4,837+199.4% |
| Participant deferral / active EE | $13,337 | $5,255+153.8% | $4,653+186.6% | $6,341+110.3% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |